After hours,VMC ()Vulcan Materials sees Q2 EPS of 15c-30c vs. consensus 44c . VMC to also reduce Q3 dividend to 25c from 49c .
Our analysis of fundamentals of the industry did not jive with recent promotion of the sector and VMC by a popular market guru. Consider selling short VMC over $43 -44.
As a relationship trade, consider scaling in a short position on MLM